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Acme Design Co.

Graphic design & branding studioSan Francisco, CA

S Corp

Returns

2023 ✓ 2024 ✓ 2025 ✓

Start your 2026 tax return

Choose how you'd like to begin — your expert and AI are here to help either way.

Meet your expert

Susan Larsen · CPA · EA · ★ 4.9 — review your accounts and tell you exactly what's needed

Susan Larsen · Your expert

First conversation scheduled · tap to view

Join meeting · Starting now

Susan Larsen is ready · Video call · 30 min

Review & file your return

Expert review complete · Susan recommends filing today

Connect accounts & upload forms

W-2s, 1099s, K-1s, financial accounts — ~10–30 min to process

We matched you with CPAs who specialize in S Corps and small business returns in California.

Susan Larsen Top pick

CPA · EA · S Corp specialist · 19 yrs exp

★4.9 ·372 reviews ·California

Available now

David Kim

CPA · Multi-state · 12 yrs exp

★4.8 ·218 reviews ·California

Responds in ~2 hrs

Maria Chen

EA · S Corp · LLC · 9 yrs exp

★4.7 ·145 reviews ·California

Responds in ~4 hrs

Analysis

Transactions reviewed 247

Deductions found 14

Identified savings $4,593

Connected accounts

QuickBooks

Business accounting · Intuit

✓ Syncing

Revenue

$48,320

Expenses

$12,840

Last sync

Today

Bank of America

Business Checking ···4821

Reconnect

Previously connected · tap to import 2025 transactions

Chase

Business Checking

Reconnect

Previously connected · last synced Jan 2025

Add financial account

ETrade, Fidelity, Robinhood, PayPal & more

Tax documents

Upload your tax documents

W-2s, 1099s, K-1s, Schedule C — drop or browse

Applications

Google

Gmail · Google Drive

Connect

Apple

iCloud Drive · iCloud Mail

Connect

Dropbox

Cloud storage · file sync

Connect

QuickBooks

Business accounting · Intuit

Synced today

Revenue (YTD)

$48,320

Expenses (YTD)

$12,840

Net Income

$35,480

Open invoices

3 ($4,200)

Recent transactions

See all

Client payment — Acme Corp

May 10, 2026

+$6,400

Adobe Creative Cloud

May 8, 2026 · Software

−$59

Office supplies — Staples

May 6, 2026 · Office expense

−$143

Client payment — Blue Sky Design

May 3, 2026

+$3,200

Open QuickBooks in browser

Susan can review your QuickBooks data and identify any deductions or corrections before your S Corp return is filed.

Popular

ETrade

FID

Fidelity

Robinhood

TDA

TD Ameritrade

PayPal

AMZ

Amazon Seller

eBay

STR

Stripe

SHP

Shopify

VAN

Vanguard

Drop W-2s, 1099s, K-1s here or browse

PDF, JPG, PNG up to 25 MB

3 documents uploaded

W-2 (1) 1099-NEC (1) K-1 (1)

2 of 3 analyzed 1 processing

Next step: Expert review

3 documents

2 analyzed · 1 processing · expert review queued

W-2 / Wages

W-2_2025_Acme.pdf

✓ Ready 124 KB

$89,500

Wages from Acme Design Co. · Federal withheld: $14,320 · State: $4,475
Employer EIN confirmed · Matches QB payroll records

1099 / Other Income

1099-NEC_Contractor.pdf

⚠ 1 question 88 KB

$24,300

Non-employee compensation from Blue Sky Design

Susan flagged: confirm whether this should be reported as S Corp income or personal freelance — affects SE tax treatment

K-1 / Partnership

K-1_Vanguard_2025.pdf

◌ Analyzing 62 KB

—

Extracting Schedule K-1 fields · Vanguard partnership income · Est. complete in ~1 min

1099 / Investment Income

1099-DIV_Fidelity_2026.pdf

✓ Ready96 KB

$1,240

Dividend income from Fidelity · Qualified dividends confirmed

1099-B_ETrade_2026.pdf

⚠ Needs review142 KB

$8,400

Capital gains from E*Trade · Wash sale rule may apply — Susan flagged for review

Business Receipts

Receipts_Q1_2027.zip

✓ Ready14 receipts · 2.1 MB

$4,182

Q1 business expenses · Equipment, software, meals categorized

Receipts_Q2_2027.zip

⚠ Needs review9 receipts · 1.4 MB

$2,845

Q2 expenses · 2 receipts missing merchant info — Susan flagged

Vendor W-9s

W9_Pack_Adobe_Zoom_Vercel_Figma.pdf

✓ Ready204 KB

—

4 vendor W-9s on file · EINs verified · Required for 1099-NEC reporting

Bank Statements

BofA_Statements_Jan-Jun_2027.pdf

✓ Ready318 KB

$21,430

6 months of BofA business checking · reconciled with QB transactions

Chase_Statements_Jan-Jun_2027.pdf

✓ Ready241 KB

$9,815

6 months of Chase business checking · reconciled with QB transactions

Schedule C / P&L

PnL_Draft_Q1Q2_2027.pdf

✓ Ready87 KB

$35,480

Net income H1 2027 · Generated from QuickBooks · Susan reviewed

Prep

Review

Ready to File

Filed

Year Round

2026 Tax Year

Total taxes due$4,187

Federal$3,387

State: California$800

Return submitted 4/10/2026 · accepted by IRS 4/13/2026.

2027 Tax Year Strategy

Q2 estimated tax due June 15

$3,840 · 34 days away

3 new tax laws may affect you

Home office deduction, S Corp updates

Any business changes this year?

New hire, entity update, or big purchase

Actions Needed

Q2 Estimated Tax

$3,840

Due June 15 · Susan recommends paying now to avoid underpayment penalty.

📅 Susan recommended · Federal + California

Malucchi's Ranch

$500

Susan needs to know if this dinner is a business meal or personal expense before finalizing deductions.

🔍 Susan flagged · Meals & Entertainment

B&H Photo

$2,400

New vendor — camera equipment purchase. Confirm this is a deductible business expense.

🔍 Susan flagged · Equipment & Hardware

Figma

$576

Annual subscription renewed at $576 — up from $144. Confirm the plan upgrade before Susan categorizes it.

🔍 Susan flagged · Software / Annual Subscription

Coming up

Q2 Estimated Tax

June 15, 2026

35 days

K-1 from Vanguard expected

June 30, 2026

50 days

Expert check-in recommended

August 1, 2026

82 days

Q3 Estimated Tax + S Corp extension

September 15, 2026

127 days

Connected Accounts

All accounts active · Last synced 2h ago

3 financial institutions · 3 apps connected

Susan Larsen

Available now

Mon–Fri · 9am–6pm PT

years exp.

★ 4.9

372 reviews

847

returns filed

CPA EA S Corp Sole Prop Small Business California

With your business

May 14, 2026 · Today

Return filed ✓

Federal + CA 2025 returns submitted. Estimated refund $8,420. IRS confirmation expected in 21 days.

May 14, 2026 · Today

Review complete — ready to file

All 3 flagged items resolved. Susan has approved your 2025 return for filing.

May 13, 2026 · Yesterday

2025 tax review started

Susan began reviewing your return. 3 items flagged for your input — income classification, equipment deduction, home office.

May 12, 2026 · 3 days ago

Reviewed Q1 books

Flagged a missed home office deduction — estimated $1,200 in additional savings for 2027.

Apr 13, 2026

2025 return accepted by IRS

Federal + CA filed. Total taxes owed: $4,187. Refund of $1,240 applied to 2026 estimates.

Mar 15, 2026

Q1 estimated payment confirmed

$3,840 Federal · $960 CA. Susan verified amounts match YTD income.

Feb 3, 2026

S Corp salary structure reviewed

Aligned W-2 salary to IRS safe harbor (60/40 rule). Updated distribution schedule to reduce self-employment tax exposure.

Jan 8, 2026

Year-end planning session

Identified $4,320 in additional deductions. Recommended Section 179 timing for equipment purchases before Dec 31.

Susan Larsen · CPA · EA

30-min intro call · Video or phone

Select a date

THU15

FRI16

SAT17

SUN18

MON19

TUE20

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Select a method

Prep

Review

Ready to File

Filed

Year Round

Ready to File

Expert approved · All items resolved

$8,420

Estimated federal refund

What You're Filing

Business return (S Corp)

Form 1120-S · Federal

Complete ✓

Personal return

Form 1040 · Federal

Complete ✓

State return

California · FTB

Complete ✓

Susan Larsen · CPA, EA

Everything checks out. Your home office deduction and vehicle expenses are fully documented and defensible. I recommend filing today to get your federal refund started.

By filing you confirm the information in your return is accurate and complete to the best of your knowledge.

Prep

Review

Ready to File

Filed

Year Round

2026 Tax Year · Filed

✓ Accepted

Federal refund$8,420

Federal taxes paid$3,387

State: California paid$800

Filed May 14, 2026 · IRS Confirmation IRS-2026-8472951 · Refund arriving in 7–21 days.

Track Refund Status

Currently processing · Est. May 18–21

Download Tax Return

2026 S Corp · PDF

Prep

Review

Ready to File

Filed

Year Round

2026 Tax Year · In Review

Estimated tax due$4,187

Federal$3,387

State: California$800

Expert review in progress · Meeting with Susan on May 15.

Return completion 78%

Started Mar 1 Meeting May 15

Pending Your Approval

Adobe Inc.

$1,200.00

Invoice #4821 is 3× your usual charge ($399). Susan flagged this as an unusually large software expense — please confirm this is a legitimate annual upgrade before she includes it in your deductions.

🔍 Susan flagged · Software / Annual Subscription

Zoom Video Communications

$289.90

Your recurring Zoom charge increased from $149.90. Susan detected a new billing tier and wants to confirm this is intentional before categorizing it as a deductible operating expense.

🔍 Susan flagged · Software / Monthly Subscription

Vercel Inc.

$420.00

First-time vendor with no prior transaction history. Susan categorized this as Software / Infrastructure but wants your confirmation before finalizing it as a business expense deduction.

🔍 Susan flagged · Software / Infrastructure

Deductions

Deductions found

$4,593

↑ $1,200 vs last year

Equipment

$2,739

Software

$1,309

Meals

$485

Office

$450

Travel

$320

Recent Activity

QuickBooks sync completed — 247 transactions imported

2h ago

Susan flagged 3 travel expenses for your review

Yesterday

2 new deductions identified: MacBook Pro, WeWork

2 days ago

Prep

Review

Ready to File

Filed

Year Round

Software & Subscriptions

🎨

Adobe Creative Cloud

Annual subscription

$599

Confirmed

📹

Zoom Pro

Monthly × 12

$289.90

Needs review

▲

Vercel Inc.

Infrastructure / hosting

$420

Needs review

Equipment & Hardware

💻

MacBook Pro 16"

Section 179 deduction

$2,499

Confirmed

📱

iPhone 15 Pro

60% business use

$240

Confirmed

Office & Workspace

🏢

WeWork Membership

Monthly · 12 months

$450

Confirmed

Meals & Entertainment

🍽️

Client dinner · Bix Restaurant

50% deductible

$485

Needs review

Travel

✈️

Delta — SFO to NYC

Business trip · client meeting

$320

Needs review

Prep

Review

Ready to File

Filed

Year Round

Recent Activity

QuickBooks sync completed

247 transactions imported · 3 flagged for review

Today · 2:14 PM

Susan reviewed your QuickBooks data

Found 2 new deductions — MacBook Pro, WeWork

Today · 11:30 AM

3 travel expenses flagged

Delta flight, client dinner, Uber — need your approval

Yesterday · 4:02 PM

W-2 and 1099-NEC uploaded

2 documents processed · all fields extracted

May 11 · 10:15 AM

Meeting booked with Susan Larsen

Thu, May 15 · 9:00 AM · 30 min video call

May 10 · 2:30 PM

Susan Larsen assigned as your expert

S Corp specialist · CPA, EA · Matched based on your business profile

May 8 · 9:00 AM

Prep

Review

Ready to File

Filed

Year Round

In Review · Preliminary

2026 Tax Return

Expert review in progress · Meeting scheduled May 15. Final amounts confirmed before filing.

Estimated tax due

$3,387

Federal

$800

California

$4,187

Total

⏳ 3 items still pending Susan's review — numbers may change.

Deductions identified so far

Home office deduction−$2,400

Equipment & hardware−$2,739

Software & subscriptions−$1,309

Health insurance premiums−$7,200

Meals & travel (pending)$402

Total so far−$14,050

Business summary

Gross revenue$412,000

W-2 salary (S Corp)$120,000

Owner distributions$85,000

Net business profit$207,000

Susan Larsen

CPA · EA · S Corp Specialist

Connected

You

0:00

Susan is reviewing

2025 S Corp Return — Acme Design Co.

3 uploaded forms · 2 connected accounts

In this session

Susan walks through your 2025 return line by line and explains every major item

Ask questions live — Susan answers in real time and flags anything worth discussing

Screen share so you can review documents together and confirm deductions side by side

Review accuracy and confirm everything is ready — then you'll move to final filing

Susan Larsen

Available now · Mon–Fri · 9am–5pm PT

years exp.

★ 4.9

372 reviews

847

returns filed

CPA EA S Corp Sole Prop Small Business California English Spanish

Why we matched you

S Corp specialist

Your entity type + California filing experience

Small business focus

Avg business size: 1–10 employees

Year-round availability

Available now for onboarding session

David Kim

Responds in ~2 hrs · Mon–Fri · 8am–5pm PT

years exp.

★ 4.8

218 reviews

512

returns filed

CPA S Corp C Corp Multi-state Partnerships California English Korean

Why clients choose David

Multi-state specialist

Businesses with operations across state lines

Complex structures

C Corps, partnerships, and multi-entity setups

Bilingual (English / Korean)

Serves Korean-speaking business owners

Maria Chen

Responds in ~4 hrs · Mon–Fri · 9am–7pm PT

years exp.

★ 4.7

145 reviews

291

returns filed

EA S Corp LLC Freelance Creative agencies California English Mandarin

Why clients choose Maria

Creative industry specialist

Agencies, studios, and design businesses

LLC to S Corp conversions

Helps businesses optimize entity structure

Bilingual (English / Mandarin)

Serves Mandarin-speaking business owners

Q2 Estimated Tax

Federal estimated payments are due quarterly. Missing a payment incurs a penalty of ~0.5% per month.

Payment due

$3,840

June 15, 2026 · 34 days away · IRS Form 1040-ES

CA estimated payment

$960

June 15, 2026 · FTB Form 540-ES

Year-to-date payments

Q1Paid Mar 15✓ $3,840

Q2Due Jun 15Pending

Q3Due Sep 15—

Q4Due Jan 15—

Want Susan to confirm this payment amount or check if you can reduce it using the annualized income method?

New Tax Laws

3 recent changes may affect your 2027 return. Susan reviewed each one against your business profile.

Tax Law · Home Office

Home Office Deduction — Simplified Method Update

✓ Reviewed by Susan Larsen

IRS increased the simplified method rate to $7/sq ft (up from $5). Based on your 180 sq ft workspace, this could raise your home office deduction from $900 to $1,260 — an extra $360.

IRS Rev. Proc. 2026-14 →

Tax Law · S Corp

S Corp Reasonable Salary — Safe Harbor Clarified

✓ Reviewed by Susan Larsen

IRS memo clarified the 60/40 salary-to-distribution split. Your current compensation structure is compliant, but Susan recommends a mid-year review as your revenue has grown 22% YTD.

IRS AM 2026-003 →

Tax Law · Equipment

Section 179 Expensing Limit — Raised to $1.22M

✓ Reviewed by Susan Larsen

The 2026 Section 179 limit is $1.22M (up from $1.16M). If you're planning hardware or equipment purchases, timing before year-end may allow full immediate expensing rather than depreciation.

IRS Publication 946 →

Susan reviewed these laws against your business. Want to talk through how they affect your 2027 strategy?

Business Changes

Check anything that happened this year. Susan will factor these into your 2027 tax strategy.

Hired a new employee or contractor

Changed business entity type

Made a large equipment purchase (>$5k)

Started working from a new state

Took on investors or issued equity

Added a new product or service line

Share these changes with Susan so she can update your tax strategy and flag any deductions you may be missing.

Q2 · 2026

Q2 Estimated Tax

June 15, 2026

Federal $3,840 · IRS Form 1040-ES + CA $960 · FTB Form 540-ES

35d

K-1 from Vanguard expected

June 30, 2026

Investment income schedule — share with Susan when received

50d

Q3 · 2026

Expert mid-year check-in

August 1, 2026

Recommended strategy review with Susan — YTD income, deductions, and S Corp salary alignment

82d

Q3 Estimated Tax

September 15, 2026

Federal + CA estimated payments due · Plus S Corp extension deadline

127d

Q4 · 2026

Year-end tax planning window

December 1–31, 2026

Last opportunity for retirement contributions, equipment purchases, and income deferral strategies

203d

Q4 Estimated Tax

January 15, 2027

Federal + CA Q4 payments — amount estimated in November based on YTD income

248d

Want Susan to walk through your calendar and help you prepare for each deadline?

Hi! I'm TurboTax Assistant. Ask me anything about your taxes, deductions, or account.

2026 Tax Return

Return submitted Apr 10, 2026 · accepted by IRS Apr 13, 2026.

Tax owed

$3,387

Federal

$800

California

$4,187

Total

Deductions applied

Home office (simplified)−$2,100

Business mileage (8,400 mi)−$5,040

Health insurance (S Corp)−$6,240

Professional services−$3,800

Software & subscriptions−$1,920

Total deductions−$19,100

Credits applied

R&D tax credit−$1,500

Payroll credit (S Corp)−$830

Business summary

Gross revenue$284,000

S Corp salary paid (W-2)$48,000

Distributions$24,000

Net profit (Schedule E)$72,800

Company Info

Acme Design Co.

S Corp · California · Est. 2018

OwnerMalumin

Size1–5 employees

TypeS Corp

About Brand identity, product design, and UX consulting for tech startups.

Account

NameAlex Rivera

Emailbiztax_customer@turbotax.com

PlanTurboTax Business · Full Service

Past Returns

2025Federal + CA−$4,187

2024Federal + CA+$1,240

2023Federal + CA−$2,950

2022Federal only+$3,820

Notifications

Expert messages

Tax deadlines

Tax law updates

Document requests

Jump to any flow for the demo. State resets to the selected starting point.

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Onboarding Start fresh

Form Collection Stage 1

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Book a Meeting Scheduling

Connect & Upload Data-in

② Review

Tax Review Hub Overview

Meeting starting Join card

Video call w/ Susan Live call

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2026 Tax Summary Filed return

2027 Tax Strategy Planning

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